Proprietary and Confidential © ORIGINATE VENTURES 2010 Business Plan.

Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES 2010 2010

Business Plan

2Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Introduction

Welcome!

Thank you for your interest in Originate Ventures.

We at Originate feel Business Plans are interactive and ever evolving. Given this, we subscribe to keeping Plans clear and simple.

For entrepreneurs giving us consideration of their ideas/businesses, we ask that your presentation hits the points outlined.

Thank you

3Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Topic Areas

1.Company History

2.Purpose

3.Team Background

4.Need Being Solved

5.Why Now

6. Product/Service

7.Market Fit/Size

8.Go-to-Market Plans

9.Competition

10.Business Model

11.Funding Sought

12.Financials – Slides w/each Section Header

4Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Executive Summary

• Company Name– Type of entity– Contact Name & Information– Web Address

• Value Proposition– How does it solve the customer problem?– What makes your value proposition unique?– How can this be sustained/insulated?

• Funding Request– Dollar level of funding requested

5Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Management Team

• Management Team – Key personnel (as a group)– Highlight collective industry experience– Past successes– Summarize key equity ownership– Capital contributed by management team

6Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Customers & Needs

• Who Is Your Customer (User)?– Demographics– What are their needs or unmet needs?– Motivations (why buy product?)

• Market Research– Any market research or independent validation– Key findings / takeaways

7Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Markets & Channels

• Market Definition & Size– Describe market– Current product/service choices– Market size & potential

• Growth rate

• Channels– Where are products/services available?– How are they distributed?

8Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Competition / Barriers to Entry

• List Competition– Market Share

• Describe their Unique Value Proposition

• Barriers to Entry

9Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Sales Process & Product Pipeline

• Describe the Sales Process– Sales cycle end-to-end?– Decision makers and influencers?– Entry / launch strategy

• What alliances or partnerships have you entered?– Joint ventures / marketing alliances / licenses / distribution

agreements– Channel leverage

• Product Pipeline– What other products are in development?– Technology– Time to market– Cost to complete development

10Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Intellectual Property

• Legal Counsel– Name, key contact

• Trademarks or Copyrights– Name, date issued

• Patents– Brief description, status– Patent counsel

• Know-how– Briefly describe unique know-how

11Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Infrastructure

• Infrastructure– Existing sales force– Accounting & financial systems– Office or production space– How do you plan to expand your workforce?

• Manufacturing– Where is product manufactured?– Cost of goods analysis

• Quality & Regulatory– Quality control/assurance requirements/status– Regulatory/permit/license approvals required?

12Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Financial Overview

• Projected Revenues and Expenses– Table format – past 3 years, 3-5 years projected– Gross margins, operating margins (% of revenues) – When will company breakeven in terms of profitability

and cash flow?• Balance Sheet

– Cash on hand– Debt

• Capital Requirements– Equipment (internal or outsourced)– Intellectual property (patents or other)

13Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Funding Sought - Use of Proceeds

• Funding Request– $ Level requested– Use of proceeds– Pre-money valuation

• Previous Funding – $ Level received– Types of equity/debt financing in place

• Shares Outstanding– # Shares outstanding – fully diluted– Describe any option plans

14Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Exit Strategy

• What are your probable exit scenarios?– IPO– M&A possibilities– Potential targets– Timing– Price

15Proprietary and Confidential © ORIGINATE VENTURES Proprietary and Confidential © ORIGINATE VENTURES

2010 2010

Thank you!

Email completed Business Plan to:

Shannon MorinOriginate [email protected]: 610-866-5588